Private Wealth Management
Retirement Plan Consulting
Institutional Portfolio Services
Private Wealth Manager
Brent joined SFSI in 2023 as a Private Wealth Manager. He brings more than 15 years of experience in the financial services and asset management industries, helping high-net-worth individuals, families, and businesses navigate the various stages of wealth management. Brent offers his clients an integrated perspective on wealth management, encompassing financial planning, tax planning, estate planning, risk management, insurance options, education planning, and asset allocation/asset location. At SFSI, Brent will assist families and businesses through all stages of wealth management, from wealth accumulation to asset protection, and everything in between. Brent believes that every financial situation is unique, and he enjoys finding the best solutions for each individual.
Brent was born and raised in Apple Valley, MN. He received a BA in Economics from the University of Wisconsin-Madison. After college, he began his career at A.G. Edwards & Sons in 2006 working side by side with his father, who taught him the importance of client service and the value of continual education. This led Brent to get his Accredited Asset Management Specialist designation, as well as his Certified Financial Planner designation. After A.G. Edwards, Brent worked at Securian Retirement as an internal wholesaler, followed by 12 years at Charles Schwab as a VP – Financial Consultant.
Brent lives in Eden Prairie with his wife and two children, who teach them the meaning of unconditional love and yet some days also test every ounce of patience that they have. Outside of work, Brent enjoys spending time with his family, traveling, singing, playing the piano, long distance running, playing soccer, skiing, and fishing.